Here, you always work with one
CFP® Professional consistently & virtually

He or she really takes time to get to know you as a person which helps them gain a deep understanding of your needs, your goals and your dreams.

From there, they can create your individually tailored financial plan. We don’t believe in charging fees based on assets under management or hiding behind commissions. Those kinds of pay structures are a barrier to financial planning for a lot of people.

They create your individually
tailored financial plans.

Your advisor gets to know you as a person, and gains a deep understanding of your needs, your goals and your dreams. From there, we create your individually tailored financial plan.

Why Does Facet Exist?

We believe

that the next generation financial services company will help people who need it the most: Americans who don’t have access to high quality financial planning and advice at a price point that makes sense.

that the industry is changing; and with it, clients are expecting more while others are being left behind.

that the future of financial advice is transparent and simple, and focused on your goals, not your assets.

that we can build a company with dedicated experts, supported by great technology, to deliver a world-class client experienced focused on one thing: you. And that’s exactly what we’re doing.

We are Facet Wealth – where financial planning goes beyond dollars and cents – we want to celebrate, strategize, and commiserate with you about every facet of your life.

Solutions for Advisors

Facet works with advisors to grow practices, enhance service and plan responsible transitions.